SHFA
SC&H Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
22,792
+1,579
| +7% | +$213K | 0.53% | 28 |
|
|
2025
Q1 | $2.59M | Sell |
21,213
-1,005
| -5% | -$123K | 0.51% | 30 |
|
|
2024
Q4 | $2.86M | Sell |
22,218
-166
| -0.7% | -$21.4K | 0.59% | 27 |
|
|
2024
Q3 | $2.81M | Buy |
22,384
+10
| +0% | +$1.26K | 0.61% | 27 |
|
|
2024
Q2 | $2.66M | Sell |
22,374
-230
| -1% | -$27.3K | 0.65% | 24 |
|
|
2024
Q1 | $2.61M | Sell |
22,604
-910
| -4% | -$105K | 0.68% | 24 |
|
|
2023
Q4 | $2.47M | Buy |
23,514
+36
| +0.2% | +$3.79K | 0.71% | 24 |
|
|
2023
Q3 | $2.21M | Buy |
23,478
+854
| +4% | +$80.4K | 0.74% | 24 |
|
|
2023
Q2 | $2.21M | Buy |
22,624
+131
| +0.6% | +$12.8K | 0.73% | 24 |
|
|
2023
Q1 | $2.04M | Sell |
22,493
-205
| -0.9% | -$18.6K | 0.74% | 26 |
|
|
2022
Q4 | $1.92M | Sell |
22,698
-89
| -0.4% | -$7.55K | 0.8% | 27 |
|
|
2022
Q3 | $1.81M | Buy |
22,787
+54
| +0.2% | +$4.29K | 0.91% | 22 |
|
|
2022
Q2 | $1.91M | Sell |
22,733
-2,101
| -8% | -$176K | 0.89% | 21 |
|
|
2022
Q1 | $2.51M | Sell |
24,834
-1,293
| -5% | -$131K | 1.19% | 19 |
|
|
2021
Q4 | $2.8M | Buy |
+26,127
| New | +$2.8M | 1.54% | 14 |
|